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Hancock Whitney Investment Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hancock Whitney Investment Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1.1M Buy
29,748
+3,126
+12% +$128K 0.7% 40
2022
Q1 		$1.28M Buy
26,622
+834
+3% +$39.4K 0.74% 39
2021
Q4 		$1.38M Buy
+25,788
New +$1.34M 0.24% 74

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hancock Whitney Investment Services's VUG Position: Q2 2022 in Review

Hancock Whitney Investment Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2022, buying an estimated $128K and bringing the position to 29,748 shares worth $1.1M. The position accounts for 0.7% of the portfolio, ranked #40.

Hancock Whitney Investment Services first reported a position in VUG in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Hancock Whitney Investment Services held 29,748 shares of Vanguard Morningstar Growth ETF worth $1.1M as of Q2 2022.
  • Hancock Whitney Investment Services bought 3,126 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $128K.
  • Vanguard Morningstar Growth ETF made up 0.7% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #40 holding.
  • Hancock Whitney Investment Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's Vanguard Morningstar Growth ETF position peaked at $1.38M in Q4 2021.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.